JPM may enter prediction markets, Dimon says ???possible one day??? with strict insider rules. This will be a big upside, but regulatory and reputational risks remain.
JPM may enter prediction markets, Dimon says ???possible one day??? with strict insider rules. This will be a big upside, but regulatory and reputational risks remain.
Oracle (NYSE: ORCL) is trading near $146 while Wall Street’s consensus analyst price target is up at $246.46, a gap of over 68%. The stock is down 24.9% year to date, falling from $197 at the start of 2026 to current levels. Meanwhile, the company just reported what management called its strongest quarter in over ... Why Wall Street Is Still Bullish on Oracle Despite Its Steep Selloff
Oracle (NYSE: ORCL) is trading near $146 while Wall Street’s consensus analyst price target is up at $246.46, a gap of over 68%. The stock is down 24.9% year to date, falling from $197 at the start of 2026 to current levels. Meanwhile, the company just reported what management called its strongest quarter in over ... Why Wall Street Is Still Bullish on Oracle Despite Its Steep Selloff
Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. I’m Menaka Doshi . If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here . Today, I check what March data says about how India’s economy is withstanding the war on Iran and my colleague Sudhi Ranj...
Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. I’m Menaka Doshi . If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here . Today, I check what March data says about how India’s economy is withstanding the war on Iran and my colleague Sudhi Ranjan Sen analyses India’s deepening ties with Russia amid the Middle East conflict. The Ultimatum In the week I was away the war on Iran turned more profane. That aside, I have returned to a now familiar one-month-old cycle of starting this newsletter on one note and rewriting it minutes before publication. So far today, global markets are oscillating between fear around US President Donald Trump’s expletive-laced threat of annihilation if Iran doesn’t open the Strait of Hormuz by a Tuesday deadline and hope of negotiations yielding a 45-day ceasefire . Two things have changed though in the past few days. The US now has over 50,000 US troops in the Middle East, as reported by the New York Times, indicating heightened preparedness for a ground offensive. At the same time, Iran is allowing many more ships safe passage across the Strait of Hormuz. India has just moved its eighth LPG vessel across the maritime chokepoint. That should marginally ease the gas shortage in the country. Prime Minister Modi’s government has claimed that both LPG and LNG supplies are being stepped up to key industries such as fertilizers and pharmaceuticals. A few other relatively encouraging signs suggest cuts to India’s economy are not deep...yet. India sold 2,692,449 vehicles last month, that’s 25% more than in the same period last year, making it the best-selling March ever. Consumer staple companies are showing no dent in domestic demand with companies like Marico and Dabur reporting a sequential recovery in the January-to-March period across home, personal care, food and beverage segments. Loan gr...
The great artist and designer has summoned spiritual leaders, AI researchers and academics to try their hands at ceramics – and debate their wide-ranging positions on where tech is taking humanity Es Devlin owns a really great bell. It’s a singing bowl – originally used in Buddhist chanting rituals but now found in most quality yoga classes. This particular bell hits just the right frequency to ma...
The great artist and designer has summoned spiritual leaders, AI researchers and academics to try their hands at ceramics – and debate their wide-ranging positions on where tech is taking humanity Es Devlin owns a really great bell. It’s a singing bowl – originally used in Buddhist chanting rituals but now found in most quality yoga classes. This particular bell hits just the right frequency to make my temples vibrate pleasantly and, from the way the others gathered around the workbench at Oxford Kilns fall silent when Devlin strikes it, I don’t think I’m alone in feeling my head go ping. Devlin is calling order on a group of artists, AI researchers, spiritual leaders, academics and experts from global tech gathered at the kilns to discuss AI and make pots at the AI and Earth conference organised by the artist and stage designer. Continue reading...
Oracle said on Monday it had appointed Hilary Maxson as chief financial officer, effective immediately. Maxson joins when demand for AI computing, cloud databases is outpacing available capacity, pushing the company to accelerate investments in data centers and infrastructure. Before joining Oracle, she served as group CFO at Schneider Electric, an energy management and automation compan...
Oracle said on Monday it had appointed Hilary Maxson as chief financial officer, effective immediately. Maxson joins when demand for AI computing, cloud databases is outpacing available capacity, pushing the company to accelerate investments in data centers and infrastructure. Before joining Oracle, she served as group CFO at Schneider Electric, an energy management and automation company with over $45 billion in annual revenue, the company said.
ipopba/iStock via Getty Images Old Republic International ( ORI ) on Monday said it is forming a new operating company, Old Republic Property, for specialized property insurance products. The products' underwriting will be made through a national retail broker distribution network. "Property insurance is a core line that aligns well with Old Republic's long-standing strategy and focus on diversifi...
ipopba/iStock via Getty Images Old Republic International ( ORI ) on Monday said it is forming a new operating company, Old Republic Property, for specialized property insurance products. The products' underwriting will be made through a national retail broker distribution network. "Property insurance is a core line that aligns well with Old Republic's long-standing strategy and focus on diversified growth in specialty insurance," said CEO Craig Smiddy. More on Old Republic Old Republic: That Overvaluation Is Looking Less Attractive Old Republic International Corporation 2025 Q4 - Results - Earnings Call Presentation Old Republic International Corporation (ORI) Q4 2025 Earnings Call Transcript Old Republic signals continued specialty growth and pricing discipline into 2026 Old Republic cut to Neutral at Piper on commercial auto loss issues
Nvidia (NASDAQ:NVDA) is sitting at $177.39, down about 5% year to date, and Wedbush’s Dan Ives just called it a “table pounder” with 30 to 40% upside from current levels. Ives was asked about opportunities in a beaten-down semiconductor and tech sector, including whether the Iran conflict and potential helium shortages could disrupt semiconductor manufacturing. ... Wedbush: Nvidia has 30-40% upsid...
Nvidia (NASDAQ:NVDA) is sitting at $177.39, down about 5% year to date, and Wedbush’s Dan Ives just called it a “table pounder” with 30 to 40% upside from current levels. Ives was asked about opportunities in a beaten-down semiconductor and tech sector, including whether the Iran conflict and potential helium shortages could disrupt semiconductor manufacturing. ... Wedbush: Nvidia has 30-40% upside ahead
hapabapa/iStock Editorial via Getty Images Shares of Twilio ( TWLO ) climbed about 3% premarket on Monday after Jefferies upgraded the stock to Buy from Hold. The firm raised the price target to $160 from $125 on the shares of Twilio — which provides application programming interfaces, or APIs, and software solutions for communication between customers and end users. "We are upgrading TWLO to Buy ...
hapabapa/iStock Editorial via Getty Images Shares of Twilio ( TWLO ) climbed about 3% premarket on Monday after Jefferies upgraded the stock to Buy from Hold. The firm raised the price target to $160 from $125 on the shares of Twilio — which provides application programming interfaces, or APIs, and software solutions for communication between customers and end users. "We are upgrading TWLO to Buy as we have greater conviction in the role TWLO will play in the Voice AI tech stack. Further, even a modest increase in traction can serve as a sustainable tailwind for GP$ [gross profit] growth for years to come and drive upside to consensus," said analyst Samad Samana. The analyst believes that the combination of greater relevance in an agentic AI world plus better fundamentals will result in a better valuation multiple as well. Samana noted that voice AI represents the convergence of cloud telephony, real-time media streaming, speech-to-text, or STT, large language model, or LLM, inference, and text-to-speech, or TTS, to enable fully automated, conversational call interactions. The analyst views voice AI adoption as a structural volume tailwind for the company, with value creation occurring across the stack but monetization concentrated at the orchestration layer. More on Twilio Twilio's Accelerated Growth And Sticky Ecosystem Remains Compelling Twilio: I'm Sidelined Despite The 69% Incremental Margins Twilio Inc. (TWLO) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Insider trades: Marvell Technology, Taiwan Semiconductor among notable names Twilio may benefit from AI as voice and product strategy improve: Needham
More than 100 stocks pay a monthly dividend. That gives income-seeking investors lots of options. Many monthly dividend stocks have been reliable income producers over the years. However, one stands out as the best of the best: Realty Income (NYSE: O) . Here's why it's the top choice for investors seeking a reliable monthly income stream. Image source: Getty Images. Continue reading
More than 100 stocks pay a monthly dividend. That gives income-seeking investors lots of options. Many monthly dividend stocks have been reliable income producers over the years. However, one stands out as the best of the best: Realty Income (NYSE: O) . Here's why it's the top choice for investors seeking a reliable monthly income stream. Image source: Getty Images. Continue reading
Indian Oil Corp. and Bharat Petroleum Corp . have delayed routine maintenance at some of their units to ensure adequate supplies in the world’s third-largest oil consumer, according to a senior government official. “All refineries are operating at peak capacity, with some exceeding 100% utilization,” Sujata Sharma, a joint secretary at the oil ministry, said at a briefing in New Delhi on the Middl...
Indian Oil Corp. and Bharat Petroleum Corp . have delayed routine maintenance at some of their units to ensure adequate supplies in the world’s third-largest oil consumer, according to a senior government official. “All refineries are operating at peak capacity, with some exceeding 100% utilization,” Sujata Sharma, a joint secretary at the oil ministry, said at a briefing in New Delhi on the Middle East crisis on Monday. She didn’t specify which Indian Oil and BPCL plants had deferred maintenance. The delay by India’s state-run refiners comes as the nation grapples with a supply crunch following the effective closure of the Strait of Hormuz, a key transit route for crude, liquefied petroleum gas and natural gas. The government has invoked emergency measures, directing refiners to maximize LPG output for safeguarding cooking fuel supplies for households. India depends heavily on Middle Eastern supplies, with about half of its oil and more than 90% of LPG shipments sourced from the region, most of which transit through Hormuz. While US waivers on Russian crude purchases have eased supply pressures, securing alternatives for LPG remains challenging. However, Nayara Energy Ltd. , a private company backed by Russian oil giant Rosneft PJSC, will proceed with a month-long shutdown from April 9, after deferring the maintenance for several months, Sharma said. The outage of Nayara’s 400,000-barrels-a-day refinery on India’s west coast is expected to tighten LPG availability, although the government plans to offset the shortfall through imports. Indian Oil, the nation’s largest refiner, operates nine plants with a combined capacity to process 1.4 million barrels of crude a day. Bharat Petroleum runs three facilities that can collectively refine 709,000 barrels per day. New Delhi has negotiated with Iran to facilitate the safe passage of eight LPG cargoes — enough to cover roughly four days of national demand. During the weekend, the oil ministry said that refiners had secured...
The president has boasted about cutting prices of drugs, housing, food and gasoline. It’s grossly exaggerated nonsense In recent months, Donald Trump has made some absurd comments about inflation, saying the affordability crisis is “a hoax” and “ I won affordability ,” a clumsy, questionable claim meaning that he somehow conquered inflation. Trump recognizes that affordability is a huge issue, and...
The president has boasted about cutting prices of drugs, housing, food and gasoline. It’s grossly exaggerated nonsense In recent months, Donald Trump has made some absurd comments about inflation, saying the affordability crisis is “a hoax” and “ I won affordability ,” a clumsy, questionable claim meaning that he somehow conquered inflation. Trump recognizes that affordability is a huge issue, and with his war against Iran proving to be a big political loser, he seems eager to score some political points by telling Americans that he’s moving boldly to cut living costs. But as with everything Trump says, people shouldn’t be tricked by his slick salesmanship. Trump has boasted about cutting prescription drug prices, housing prices, food prices and gasoline prices. All that might be great public relations for Trump, but it’s grossly exaggerated nonsense. Trump’s much-ballyhooed efforts to fight inflation are essentially diddlysquat. Many of them are mini efforts that have had mini effects in reducing prices. They’re as meaningful as a degree from Trump University. Steven Greenhouse is a journalist and author, focusing on labour and the workplace, as well as economic and legal issues Continue reading...
Harsh weather is nothing new in Kenya but the country’s climate is showing clear signs of getting hotter and drier The day is hot and dry but the soil underfoot is soft. “After four months of drought, we received the first rains yesterday,” says Maasai elder Abraham Kampalei. “All we can do now is pray that they continue.” Kampalei has lived for more than 50 of his 70 years with his family and ani...
Harsh weather is nothing new in Kenya but the country’s climate is showing clear signs of getting hotter and drier The day is hot and dry but the soil underfoot is soft. “After four months of drought, we received the first rains yesterday,” says Maasai elder Abraham Kampalei. “All we can do now is pray that they continue.” Kampalei has lived for more than 50 of his 70 years with his family and animals in Oldonyonyokie, a hamlet in southern Kenya’s Kajiado county. He has witnessed the slow decline of the pastures. “I came here because of the abundance of grass for my livestock to graze. Today, there is almost nothing left of it,” he says. Continue reading...
Serve this over sticky rice, to soak up all those spicy, buttery juices The classic combination of soy sauce and honey salmon is a staple in our house, and works for kids and adults alike. However, sometimes I want to change things up, so here I’ve elevated it slightly with a gochujang dressing – similar principle, but with a bit of heat and depth, as well as richness from the butter. Using butter...
Serve this over sticky rice, to soak up all those spicy, buttery juices The classic combination of soy sauce and honey salmon is a staple in our house, and works for kids and adults alike. However, sometimes I want to change things up, so here I’ve elevated it slightly with a gochujang dressing – similar principle, but with a bit of heat and depth, as well as richness from the butter. Using butter might seem unusual, but it is often paired with soy sauce in Japan ( shoyu butter) with an indulgent result. Serve the fish over sticky rice, to soak up all those spicy, buttery juices, with steamed greens on the side. The Guardian aims to publish recipes for sustainable fish. Check ratings in your region: UK ; Australia ; US . Continue reading...
Following the sell-off over the past month, are there any compelling investment ideas out there that may have flown under your radar? Below is a list of March Buy recommendations made by analysts who had no other bullish recommendations over the past 3 months. For your directory assistance, we've classified the opportunities by sector. Healthcare Ionis Pharmaceuticals ( IONS ) - Longtime analyst M...
Following the sell-off over the past month, are there any compelling investment ideas out there that may have flown under your radar? Below is a list of March Buy recommendations made by analysts who had no other bullish recommendations over the past 3 months. For your directory assistance, we've classified the opportunities by sector. Healthcare Ionis Pharmaceuticals ( IONS ) - Longtime analyst Milkweed says the projected $2B+ peak revenue for Olezarsen is highly conservative given the U.S. addressable market, and the value of the rest of their extensive pipeline is another catalyst. - Ionis Pharmaceuticals' Peak Olezarsen Revenues Are Likely Very Conservative Humana ( HUM ) - Individual investor Natural Born Value Seeker says despite near-term margin compression and operational risk, a DCF-based valuation of $330 per share suggests HUM is undervalued; if management achieves its goal of returning to a 4-STAR rating by 2028 and its bets on CenterWell and Medicaid succeed, the company has a good chance of returning to its former glory. - Humana's Long Climb: Navigating The 4-STAR Recovery And The J-Curve Financials Klarna ( KLAR ) - Individual investor Adam Rosander says it has experienced a significant post-IPO decline, creating an attractive risk/reward entry point; its diversified revenue streams, cost control, and improving operating leverage position it favorably versus peers; and recent Q4 results showed 38% YoY revenue growth, strong user expansion, and rapid banking customer adoption. - Klarna: Buy Now, Or Pay Later Kaspi.kz ( KSPI ) - Individual investor Jonquil Capital says the core business remains robust, with revenue compounding at 30%+ and gross margins above 70%, while it offers a projected 9% 2026 dividend yield, with downside anchored by its dominant Kazakh fintech franchise. - Kaspi.kz: The Floor Is The Dividend, The Upside Is Turkey Communications Versant Media ( VSNT ) - Longtime analyst Lance Brofman says it trades at a low P/E of 5.3, offering p...